Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Denali Therapeutics Inc.DNLI · Entity 1735 | Director | May 31, 2024 | June 04, 2024 |
| Inozyme Pharma, Inc.INZY · Entity 77717 | Director | October 03, 2024 | October 07, 2024 |
| Rezolute, Inc.RZLT · Entity 1990 | Director | November 19, 2025 | November 21, 2025 |
| Ultragenyx Pharmaceutical Inc.RARE · Entity 4337 | EVP & Chief Commercial Officer | April 16, 2026 | April 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Denali Therapeutics Inc.
Report date May 31, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,052 |
Reported balance
After 2024-05-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-31 · Grant · Acquired 5,967 · Balance 17,052 F1: Each share is represented by a Restricted Stock Unit ("RSU") and a contingent right to receive one share of common stock of the Issuer. 100% of the RSUs shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date. F2: Includes 9,402 unvested RSUs. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.56 · Expires 2034-05-31 | Direct | 17,901 |
Reported balance
After 2024-05-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-31 · Grant · Acquired 17,901 · Balance 17,901 F3: 100% of the shares subject to the option shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share is represented by a Restricted Stock Unit ("RSU") and a contingent right to receive one share of common stock of the Issuer. 100% of the RSUs shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date.
F2: Includes 9,402 unvested RSUs.
F3: 100% of the shares subject to the option shall vest upon the earlier of (i) the one year anniversary of the grant date or (ii) the day preceding the Issuer's next annual meeting of stockholders occurring after the grant date.
Inozyme Pharma, Inc.
Report date October 03, 2024 · Filed October 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.06 · Expires 2034-10-02 | Direct | 56,000 |
Reported balance
After 2024-10-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-10-03 · Grant · Acquired 56,000 · Balance 56,000 F1: The option was granted on October 3, 2024. The shares underlying the option are scheduled to vest in equal monthly installments from October 3, 2024 through October 3, 2027 |
Filing footnotes · ownership attribution and instrument terms
F1: The option was granted on October 3, 2024. The shares underlying the option are scheduled to vest in equal monthly installments from October 3, 2024 through October 3, 2027
Rezolute, Inc.
Report date November 19, 2025 · Filed November 21, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,000 |
Reported balance
After 2025-11-19 transaction · row 1
1 source rowRow 1 · 2025-11-19 · Grant · Acquired 21,000 · Balance 21,000 F1: Represents grant of restricted stock units which fully vest on December 1, 2026. |
| Director Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.16 · Expires 2035-11-19 | Direct | 12,000 |
Reported balance
After 2025-11-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-11-19 · Grant · Acquired 12,000 · Balance 12,000 F2: The options fully vest on December 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted stock units which fully vest on December 1, 2026.
F2: The options fully vest on December 1, 2026.
Ultragenyx Pharmaceutical Inc.
Report date April 16, 2026 · Filed April 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 118,410 |
Reported balance
After 2026-04-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-16 · Grant · Acquired 28,895 · Balance 118,410 F1: Award of Restricted Stock Units ("RSUs") under the Company's 2023 Incentive Plan. The RSUs shall vest with respect to 1/4th of the underlying shares on each anniversary of the grant date, such that the RSUs are fully vested on the fourth anniversary of the grant date F2: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.52 · Expires 2036-04-16 | Direct | 49,960 |
Reported balance
After 2026-04-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-16 · Grant · Acquired 49,960 · Balance 49,960 F3: On the first anniversary of the grant date of the option (the "Option Anniversary Date"), 1/4th of the shares initially subject to the option shall vest; thereafter, 1/48th of the shares initially subject to the option shall vest on each month as measured from the Option Anniversary Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of Restricted Stock Units ("RSUs") under the Company's 2023 Incentive Plan. The RSUs shall vest with respect to 1/4th of the underlying shares on each anniversary of the grant date, such that the RSUs are fully vested on the fourth anniversary of the grant date
F2: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions.
F3: On the first anniversary of the grant date of the option (the "Option Anniversary Date"), 1/4th of the shares initially subject to the option shall vest; thereafter, 1/48th of the shares initially subject to the option shall vest on each month as measured from the Option Anniversary Date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2020 Filed Mar 4, 2020 01:02 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantStock Option (Right to Buy) · Derivative | 22,000 | $0.00 Strike: $56.08 | $0.00 |
DisclosureSEC source: 0001209191-20-015766 · doc4.xml · derivative · entry 4 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,000 Underlying: Common Stock · 22,000 shares Expires 2030-03-01 F5 · derivative.exercise_date: On the first anniversary of the grant date of the option (the "Option Anniversary Date"), 1/4th of the shares initially subject to the option shall vest; thereafter, 1/48th of the shares initially subject to the option shall vest on each month as measured from the Option Anniversary Date. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:02 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | Tax withholdingCommon Stock | 824 | $56.08 | $46,209.92 |
DisclosureSEC source: 0001209191-20-015766 · doc4.xml · nonDerivative · entry 3 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,572 F4 · shares: Represents shares surrendered to the Issuer by the Reporting Person to pay required tax withholdings due to the vesting of RSUs. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:02 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantCommon Stock | 3,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015766 · doc4.xml · nonDerivative · entry 2 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,396 F3 · shares: Represents 1,085 shares of common stock and 2,202 RSUs into which previously granted performance stock units were converted on March 1, 2020 upon certification of the performance metric. The RSUs will fully vest on March 1, 2021. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
| March 01, 2020 Filed Mar 4, 2020 01:02 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantCommon Stock | 7,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-015766 · doc4.xml · nonDerivative · entry 1 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,109 F1 · shares: Award of Restricted Stock Units ("RSUs") under the Company's 2014 Incentive Plan. The RSUs shall vest with respect to 1/4th of the underlying shares on each anniversary of the grant date, such that the RSUs are fully vested on the fourth anniversary of the grant date. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
| October 14, 2019 Filed Oct 16, 2019 23:32 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-053328 · doc4.xml · nonDerivative · entry 1 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,309 F1 · shares: Represents restricted stock units (RSUs) into which previously granted performance stock units were converted on October 14, 2019 upon certification of the applicable performance metric. Half of these RSUs will vest on the first anniversary of the certification date and the other half will vest on the second anniversary of the certification date. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
| July 06, 2019 Filed Jul 9, 2019 23:40 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | Tax withholdingCommon Stock | 260 | $59.51 | $15,472.60 |
DisclosureSEC source: 0001209191-19-041642 · doc4.xml · nonDerivative · entry 1 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,101 F1 · shares: Represents shares surrendered to the Issuer by the Reporting Person to pay required tax withholdings due to the vesting of Restricted Stock Units. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
| June 19, 2019 Filed Jun 22, 2019 00:05 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantStock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $63.27 | $0.00 |
DisclosureSEC source: 0001209191-19-038667 · doc4.xml · derivative · entry 2 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2029-06-19 F3 · derivative.exercise_date: On the first anniversary of the grant date of the option (the "Option Anniversary Date"), 1/4th of the shares initially subject to the option shall vest; thereafter, 1/48th of the shares initially subject to the option shall vest on each month as measured from the Option Anniversary Date. Read SEC document |
| June 19, 2019 Filed Jun 22, 2019 00:05 UTC | Ultragenyx Pharmaceutical Inc. RARE · Entity 4337 | GrantCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-038667 · doc4.xml · nonDerivative · entry 1 Harris Erik · CIK 0001780113 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,361 F1 · shares: Award of Restricted Stock Units ("RSUs") under the Company's 2014 Incentive Plan. The RSUs shall vest with respect to 1/4th of the underlying shares on each anniversary of the grant date, such that the RSUs are fully vested on the fourth anniversary of the grant date. F2 · balance_after: Includes previously reported shares of common stock underlying RSUs granted to the Reporting Person, which are subject to certain vesting conditions. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.